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Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
2376
Relyea Zuckerberg Hanson
Connecticut
$206K +$177 +3 +0.1%
JWA
2377
JFS Wealth Advisors
Pennsylvania
$206K +$13.7K +231 +6%
MPW
2378
Monterey Private Wealth
California
$205K -$17.9K -303 -7%
CAM
2379
Covenant Asset Management
New Jersey
$205K +$59 +1 +0%
BWM
2380
BT Wealth Management
Georgia
$204K – – –
FAM
2381
Fenimore Asset Management
New York
$204K – – –
DP
2382
Denver PWM
Colorado
$203K -$25.7K -435 -10%
UWPG
2383
Ullmann Wealth Partners Group
Florida
$203K -$2.96K -50 -1%
WTFG
2384
Wells Trecaso Financial Group
Ohio
$202K -$61.5K -1,039 -22%
LOPW
2385
Live Oak Private Wealth
North Carolina
$202K -$8.87K -150 -4%
AIM
2386
AMI Investment Management
Indiana
$202K – – –
FI
2387
Financial Insights
Washington
$202K +$11.5K +195 +6%
PWM
2388
PRW Wealth Management
Massachusetts
$201K +$220K +3,719 New
VC
2389
Vestor Capital
Illinois
$199K +$43.8K +740 +25%
EIP
2390
Ellis Investment Partners
Pennsylvania
$197K +$19.8K +335 +10%
MWP
2391
Meridian Wealth Partners
Pennsylvania
$193K +$2.6K +44 +1%
FCM
2392
Firestone Capital Management
Florida
$191K -$8.28K -140 -4%
MSFP
2393
Mark Sheptoff Financial Planning
Connecticut
$191K +$7.69K +130 +4%
SFG
2394
Sowa Financial Group
Rhode Island
$189K +$59 +1 +0%
ACM
2395
AUA Capital Management
Pennsylvania
$188K – – –
HFM
2396
Harvest Fund Management
China
$182K +$125K +2,120 +170%
ICM
2397
Invenomic Capital Management
Massachusetts
$175K +$191K +3,224 New
CA
2398
Centerpoint Advisors
Massachusetts
$173K – – –
GWMIA
2399
Global Wealth Management Investment Advisory
Florida
$171K +$30.5K +515 +19%
SIAS
2400
Shine Investment Advisory Services
Colorado
$170K -$16.3K -275 -8%
94 95
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97 98